Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Baird is a financial advisor with over 20 years of experience in the financial services industry. Todd currently works with Wells Fargo Clearing Services, LLC. Todd has been registered with FINRA since 2003 and has worked with several firms including Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC. Todd specializes in providing investment consulting services to institutional clients, as well as offering financial planning and portfolio management services to individuals and businesses. Todd's experience and expertise make him a valuable resource for clients seeking personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/21/2015 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
05/15/2015 - 12/28/2015
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
TX
06/03/2009 - 06/04/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
04/18/2008 - 03/31/2009
STANFORD GROUP COMPANY (DALLAS TX)
TX
02/06/2003 - 04/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 02/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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